Book Image

The Salesforce Business Analyst Handbook

By : Srini Munagavalasa
5 (1)
Book Image

The Salesforce Business Analyst Handbook

5 (1)
By: Srini Munagavalasa

Overview of this book

Salesforce business analysis skills are in high demand, and there are scant resources to satisfy this demand. This practical guide for business analysts contains all the tools, techniques, and processes needed to create business value and improve user adoption. The Salesforce Business Analyst Handbook begins with the most crucial element of any business analysis activity: identifying business requirements. You’ll learn how to use tacit business analysis and Salesforce system analysis skills to rank and stack all requirements as well as get buy-in from stakeholders. Once you understand the requirements, you’ll work on transforming them into working software via prototyping, mockups, and wireframing. But what good is a product if the customer cannot use it? To help you achieve that, this book will discuss various testing strategies and show you how to tailor testing scenarios that align with business requirements documents. Toward the end, you’ll find out how to create easy-to-use training material for your customers and focus on post-production support – one of the most critical phases. Your customers will stay with you if you support them when they need it! By the end of this Salesforce book, you’ll be able to successfully navigate every phase of a project and confidently apply your new knowledge in your own Salesforce implementations.
Table of Contents (21 chapters)
1
Part 1: Planning and Analysis – BRD/Prioritized Product Backlog
7
Part 2: Design, Development, and Testing – Iterative Cycles with Prototypes and Conference Room Pilots
13
Part 3: End User Testing, Communication, Training, and Support

Practical tips for success

Let us check some practical tips that I found useful:

  • Identify the right SPOCs. They should ideally be the business users who are involved as SMEs in the project right from the planning phase.
  • Staff your production support team with at least a few certified Salesforce admins/developers.
  • Do not get discouraged if not many users join the user forums. Keep meeting key members and their managers individually and encourage them to attend the forums.
  • Always publish the agenda beforehand. Send it a day before the session so that it works as a notification tool too. If you enabled Chatter in Salesforce, send the agenda via Chatter.
  • There should be at least one takeaway and it should add value to the attendee. Ask them what topic they would like to see in the next session.
  • Always sends minutes with recorded session links attached to all attendees. Keep the minutes nice and short.
  • Recognize and thank team members who went above and beyond...